Bernstein·2026-07-06SectorGlobal Luxury Goods: Chinese & Western Social Media Boxing Ring 2Q26 - Mixed signalsBIRK.US
Bernstein·2026-07-06SectorGlobal Semis: May 2026 WSTS Tracker - Sales 16.1% MoM, above typical (8.5% MoM) &+118.8% YoY on continued memory strengthAMD
Bernstein·2026-07-06SectorPan-Euro Pharma Primer: 'protein strangling' (ATTR): why should AZN (O) lead in this $20bn peak cardio market?ALNY.USAZN.L
Bernstein·2026-07-06SectorUS Biopharmaceuticals: GLP-1 Tracker: Keeping an eye out on NBRx as DTC ads and Medicare start to switch on (W E June 26th)LLYNVO
Bernstein·2026-07-06SectorBest of Times, Worst of Times: Lodging & Cruise - if they come, will they build them?ABNB
Bernstein·2026-07-06SectorElectric Revolution: Resilience - Software and IT Services: Strategic enablers of automotive supply chain transformationATE.PADSY.PA
Bernstein·2026-07-06SectorU.S. Machinery: Machinery Lead Indicators: June data points in 40 exhibitsAGCO.US
Bernstein·2026-07-05SectorU.S. Multi Industry & Electrical Equipment Liquid Cooling Primer: Cold PlatesNVT
Bernstein·2026-07-03SectorWeekend Healthcare Pulse: Antimicrobial Resistance-A Global Threat, An Innovation Imperative, The India Opportunity?
Bernstein·2026-07-03StrategyAsia Quantitative Strategy: Best of Times,Worst of Times: How to invest amidst the Kshaped polarization in Asia
Bernstein·2026-07-02SectorGlobal Hotels & Leisure Online Travel: Deep dive into the top of the funnel. The last Google Hotels analysis worth doing?BKNGEXPE.USGOOGL
Bernstein·2026-07-01SectorU.S. Multi Industry & Electrical Equipment US Multis: Feedback from our initiation (Automation + Other Industrials)-EMR, ROK, HON, PH, MMM, OTISEMRHONMMM.USOTIS.USPH.USROK
Bernstein·2026-07-01SectorGlobal Digital Assets & US Communications Infrastructure Data Centers & Neoclouds-comparing margins and unit economics
Bernstein·2026-07-01SectorAsian Industrial Technology Asian Industrial Tech: The Barometer (May June 2026)300124.SZ6861.T6954.T
Bernstein·2026-06-30SectorU.S. IT Hardware Memory-What do New Memory LTAs mean for sustainability of earnings and multiples- Raising SNDK TP to $3000SNDK